Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Saving for retirement can be confusing. You probably know that having a 401(k) is advisable, but if your eyes glaze over when presented with financial jargon, you’re not alone. Whether you already ...

Learn about qualified retirement plans, their two main types—defined benefit and contribution—and the tax benefits they offer ...

Married couples in the US miss about $757 yearly by not fully using 401(k) employer match benefits, losing free retirement money over time.

If you’re trying to maximize retirement savings, knowing the Roth 401(k) contribution limits for 2025 is key. This year, you can put away $23,500 from your paycheck, and if you’re 50 or older, you get ...

The next generation of automatic features in 401(k) plans will include default savings rates that will give workers switching jobs the option to choose between the new employer’s default savings rate ...

Note to readers: This is a follow-up post to our January 2026 post “401(k) Plans as LPs: Implications for Stakeholders as Private Markets Access Broadens.” Following through on its previously stated ...